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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
Thanks for the tip of TMXMONEY to identify the sectors. It turns out I had miss-classified 3 of my stocks (SJ, IPL and ECI). I'm now questioning my weightings. I currently have the following:

Cons. Cyclical 11.9%
Cons. Defensive 0.0%
Financials 17.1%
Healthcare 3.6%
Energy 14.7%
Precious Metals 13.9%
Real Estate 0.0%
Industrials 9.2%
Utilities 0.0%
Technology 24.5%
Materials 4.6%
Communication 0.0%

I'm ok with some risk, which is probably evident from above. My precious metals may be a little high due to the recent bounce in this sector.

Based on the current market environment, do you see these weighting as appropriate? Are there any particular red flags that you see?

Thanks, Ian
Read Answer Asked by Ian on May 09, 2016
Q: Of my Industrial holdings, I currently own WSP, BYD.UN, XTC, and MG. Industrials are about 15% of my portfolio overall, which I think is decent, but am wondering if having BYD.UN, XTC, and MG carries too much exposure in the auto industry. Is there ever such a thing as too little diversity within a section?
Read Answer Asked by Mike on May 09, 2016
Q: Pertaining to stock charts, I use the free Globe Investor Stock Charts which are user friendly but periodically they act up. I tried freestockcharts.com and I found them not user friendly and seemed to be for professionals only. What I am looking for are other free stock charts that are user friendly like Globe Investor. Any help appreciated. Thank you Dennis
Read Answer Asked by Dennis on May 09, 2016
Q: Down 80% on PHM and 20% with AYA. Thinking of selling these turkeys and buying SIS. SIS is currently overbought, but seems to have generally good fundamentals. I bought GUD almost 2 years ago at its all time high and just broke even on that purchase. I am concerned about the current valuation of SIS and if I am giving up too soon on AYA. My new rule to avoid this mess in the future is to sell half when down 5% and sell the balance when down 10%. Thankyou
Read Answer Asked by Richard on May 09, 2016
Q: Back in March you thought it was early to be buying EMP.A. My screener shows a BV of about $28 vs current price of about $21 and a dividend of 1.9%. It also looks to be forming a bit of a base on the chart. Do you still feel it too early to buy? If so what do you think is a better buy in the consumer space for a value investor? (A 3-5 yr hold is not a problem when there is a reasonable dividend.)

Thanks for your help - my portfolio is a lot more balanced since I started reading to your advice!
Read Answer Asked by Dave on May 06, 2016
Q: What do think about comparing the current dividend yield to the historical yield of a stock as a way of assessing its value as an investment? i.e., if the current yield is greater than the historic yield (the average yield over the past five or ten years), than the stock would be a "buy" (notwithstanding other factors) or a better value than companies in the same peer group with yields lower than the historical average yield.
Read Answer Asked by David on May 06, 2016
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